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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Warren Buffett
Berkshire Hathaway
27.55%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
2.08%
1-Year Est. Return
Philippe Laffont
Coatue Management
94.27%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
40.93%
1-Year Est. Return
Ken Griffin
Citadel Advisors
40.91%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
34.66%
1-Year Est. Return
Jim Simons
Renaissance Technologies
54.88%
1-Year Est. Return
David Tepper
Appaloosa LP
104.51%
1-Year Est. Return
Stanley Druckenmiller
Duquesne Family Office
87.01%
1-Year Est. Return
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 1226 |
AWS
1226
AJ Wealth Strategies
New York
| $2.1B | +$252M | +14% | 4.93% | 32.2% | 328 | 15.55% |
|
| 1227 |
AIM
1227
Achmea Investment Management
Zeist,
Netherlands
| $2.1B | -$1.19B | -36% | 12.1% | 114% | 671 | 56.18% |
|
| 1228 |
CIS
1228
Capital International Sarl
Los Angeles,
California
| $2.1B | +$966M | +85% | 9.03% | 149% | 270 | 14.81% |
|
| 1229 |
SSB
1229
Sandy Spring Bank
Olney,
Maryland
| $2.1B | +$208M | +11% | 9.8% | 31.4% | 1,277 | 17.07% |
|
| 1230 |
LW
1230
Linscomb Wealth
Houston,
Texas
| $2.09B | +$154M | +8% | 7.86% | 75.2% | 358 | 11.17% |
|
| 1231 |
SCA
1231
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
| $2.09B | +$229M | +12% | 11.6% | 81.9% | 192 | 6.77% |
|
| 1232 |
FNBOO
1232
First National Bank of Omaha
Omaha,
Nebraska
| $2.09B | +$121M | +6% | 11.1% | 70.9% | 385 | 13.51% |
|
| 1233 |
KPWS
1233
Kestra Private Wealth Services
Austin,
Texas
| $2.09B | +$298M | +17% | 8.83% | 91.9% | 1,046 | 17.78% |
|
| 1234 |
RP
1234
Reinhart Partners
Mequon,
Wisconsin
| $2.08B | +$115M | +6% | 6.25% | 112% | 85 | 8.24% |
|
| 1235 |
DY
1235
Dowling & Yahnke
San Diego,
California
| $2.08B | +$273M | +15% | 9.47% | 34.8% | 390 | 7.95% |
|
| 1236 |
TPM
1236
Triasima Portfolio Management
Montreal,
Quebec, Canada
| $2.07B | +$199M | +11% | 9.41% | 210% | 175 | 24% |
|
| 1237 |
AAM
1237
AMI Asset Management
Los Angeles,
California
| $2.07B | +$70.2M | +4% | 11.2% | 81.6% | 99 | 7.07% |
|
| 1238 |
EWA
1238
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| $2.07B | -$237M | -10% | 8.98% | 58% | 487 | 36.55% |
|
| 1239 |
TA
1239
Tiedemann Advisors
New York
| $2.05B | +$174M | +9% | 7.74% | 31.5% | 307 | 13.03% |
|
| 1240 |
NIM
1240
Northeast Investment Management
Boston,
Massachusetts
| $2.05B | +$178M | +10% | 12.1% | 93.4% | 211 | 10.9% |
|
| 1241 |
CL
1241
Choreo LLC
Rockford,
Illinois
| $2.05B | +$178M | +10% | 7.26% | 74.7% | 240 | 10.83% |
|
| 1242 |
NLI
1242
Nippon Life Insurance
Tokyo,
Japan
| $2.04B | +$210M | +11% | 11.6% | 26% | 3 | 0% |
|
| 1243 |
HWAM
1243
Hennion & Walsh Asset Management
Parsippany,
New Jersey
| $2.04B | +$132M | +7% | 6.26% | 93.9% | 802 | 18.95% |
|
| 1244 |
MA
1244
Montag & Associates
Atlanta,
Georgia
| $2.03B | +$166M | +9% | 9.7% | 82.9% | 936 | 12.18% |
|
| 1245 |
WPW
1245
Waldron Private Wealth
Bridgeville,
Pennsylvania
| $2.03B | +$309M | +18% | 7.47% | 68.7% | 394 | 9.39% |
|
| 1246 |
IAA
1246
Independent Advisor Alliance
Charlotte,
North Carolina
| $2.03B | +$229M | +13% | 11.8% | 135% | 718 | 17.69% |
|
| 1247 |
GIM
1247
Genesis Investment Management
London,
United Kingdom
| $2.03B | -$942M | -32% | 9.77% | 47.4% | 19 | 15.79% |
|
| 1248 |
CW
1248
CreativeOne Wealth
Overland Park,
Kansas
| $2.03B | +$323M | +19% | 5.4% | 67.6% | 804 | 21.77% |
|
| 1249 |
C
1249
Consulta
London,
United Kingdom
| $2.03B | +$18.3M | +0.9% | 3.35% | 30.7% | 10 | 0% |
|
| 1250 |
AC
1250
Antara Capital
New York
| $2.02B | +$717M | +55% | 0.64% | 39.8% | 297 | 61.62% |
|